New Account Setup

Creating new accounts is one of the most time-consuming and tedious duties of the representatives of the customer services (CSRs). It normally takes a lot of time because CSRs will have to enter the same data into various systems, thus creating errors and unnecessary duplication of tasks.

RPA may be utilized to streamline the account set up process with the help of multiple back-end systems (e.g., CRM, ERP, etc) and form or emails data of the customers. Bots are then able to feed this information into appropriate systems without any intervention by a human being. The RPA is also capable of supporting the password reset, and account verification tasks.

This is win-win in both the customers and business. Instead, customers are helped to open their accounts easier and with reduced mistake and the companies can release the CSRs to carry out ROI related roles.